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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,409 | $132,099-58.1% | $115,599-52.1% | $138,895-60.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.40% | 176.76%-163.4pp | 111.10%-97.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $5,029 | $3,416+47.2% | $2,955+70.2% | $4,194+19.9% |
| Participant deferral / active EE | $9,154 | $5,617+63.0% | $4,889+87.2% | $6,396+43.1% |
| Admin fee / account holder | $8,238 | $15,650-47.4% | $12,841-35.8% | $12,562-34.4% |